The Money Runner
State of the Market
By David Nelson, CFA CMT All in Friday’s payroll numbers we’re just what was needed to offset the rising fear that the Fed was falling behind the curve. 559K was a little light and at that pace would take about 16 months for the 8 million still unemployed to return to work getting us back to […]
Oil and the Black Swan – Saudi’s go nuclear
By David Nelson, CFA CMT Investors have spent the last two weeks on a roller coaster as markets attempt to discount the coronavirus outbreak and potential damage to the global economy. With demand slowing it’s not surprising energy markets have been weak but Monday’s price action with crude looking to open down more than 20% […]
Facebook & Google in the Cross Hairs of Government Regulators
David joins Fox Business anchor Charles Payne to discuss Facebook and Google’s role in the Russia investigation.
2015 – The Fox Business Interview
http://youtu.be/kB2O5aoGNx0 David talks about 2015 targets and concerns as we head into the new year.
What’s Next for Russia – CNBC
http://youtu.be/h1MFBu6hh_0 Russia is facing its biggest crisis in decades. David sits down with CNBC hosts Kelly Evans and Scott Wapner to discuss.
Putin Blinked!
By David Nelson, CFA Geopolitics have kept investors in a defensive posture for most of the year. While the return of U.S. military operations in Iraq will dominate the front page, events in the Ukraine may be of more importance to investors. Journalists have spent much of the year trying to get inside the head […]
Half Time Report – Alpha Select Performance Update
Alpha Select – June 2014 Update *Alpha Select – MTD +2.53% YTD +10.04% **S&P 500 – MTD +1.91% YTD +6.96% * Net of Fees ** Includes Dividends By David Nelson, CFA June was a solid month for markets and marks the half-way point for 2014. Alpha Select finished with another strong showing hitting double digit returns […]
Climbing the Wall of Worry – Alpha Select Update for March 2014
By David Nelson, CFA Investors certainly climbed the Wall of Worry this month shrugging off a Russian invasion, China’s Debt Bubble and a Fed Head who stumbled in her debut performance before the press. Despite these concerns markets sit just shy of all-time highs. My post over the weekend, The Worm Has Turned talked about the […]
